Marvin Morse is the principal of Maxwell and Morse Capital Management, Inc. in Tulsa, OK, with 27 years of industry experience. Prior to founding his current firm in 2020, he led Morse Capital Management, Inc. for 22 years. He also maintains an ongoing relationship with a public accounting firm and personally invests in oil and gas exploration funds through a private entity. Maxwell and Morse Capital Management primarily serves individual investors, trusts, estates, and corporations, offering continuous portfolio management based on Modern Portfolio Theory, broad diversification, and periodic rebalancing. The firm uses independent fund rankings and a proprietary Upgrader strategy, managing both discretionary and non-discretionary accounts.

Andrew Riddle is a financial advisor with Everwealth in Tulsa, OK, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Wealth Management Advisors, LLC since 2009. Outside of advisory services, he is a licensed insurance producer involved in the sale of non-investment-related insurance products. Everwealth provides investment supervisory services and retirement plan consulting to individual and high-net-worth clients, using a globally diversified approach focused on long-term holdings, asset allocation, and periodic rebalancing primarily with mutual funds and ETFs. The firm also offers ERISA fiduciary retirement plan consulting and maintains affiliations with insurance practices and institutional custodians.

Eugene Smith Jr. is a CFP® professional with 25 years of industry experience, currently serving at Chartmark Investments, Inc. in Tulsa, OK since 2001. He holds Series 63 and Series 65 licenses and works as part of a four-advisor team. ChartMark Investments serves individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and businesses. The firm focuses on equity-centered portfolios guided by fundamental screening and proprietary analysis, while actively monitoring and rebalancing accounts to meet specific risk management and tax objectives.

Brian Mcguire is a financial advisor at Robert Stephen Capital Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Financial Services International Corp since 2014 and Streeter Moore & Stipe LLC since 2011. Outside of his advisory roles, Mcguire provides tutoring services through Classic Conversations for approximately three hours per week. Robert Stephen Capital Management LLC offers portfolio development, monitoring, and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutions. The firm employs a variety of analytical methods to build individualized portfolios and manages most client assets on a discretionary basis.

While I serve a variety of clients, the people who typically find my services the most valuable are Faith-based Individuals and Families. Before they come to SageOak®, many of my Christian clients struggle to get their finances, investments, and overall stewardship aligned with biblical principles. They tend to experience confusion, stress, shame, unfulfillment, and a genuine lack of true financial peace. At SageOak, I provide biblical financial life planning that is clear, understandable, and effective. This helps Christians align their finances to biblical principles. And when they do, they make wiser decisions that lead to greater contentment, fulfillment, and ultimately, have an eternal impact on their family, church, community, and God’s Kingdom. As a CERTIFIED FINANCIAL PLANNER™ professional, I help bring order to your investments, retirement, taxes, insurance, estate plan, and cash flow so you will have fewer worries about your overall financial plan. As a Certified Kingdom Advisor®, I serve you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances entrusted to you. This can give you assurance that your plan is in line with your faith and values.

Amanda King is a CFP® professional with seven years of experience in financial advising. She is currently with LPL Financial and also serves as a registered investment advisor through KQ Wealth Management and Don P. Quint & Associates, both independent advisory firms. Her work history includes roles at Don P. Quint & Associates and LPL Financial, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Harvey Little is a financial advisor at Regent Wealth Management, Inc. in Tulsa, OK, with 25 years of industry experience. He holds a Series 65 designation and has been with Regent Wealth Management since 2009. In addition to his advisory role, he is a shareholder and full-time employee at Bryan & Little CPA's P.C., a certified public accounting firm he has been involved with since 1976. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning services coordinated with clients’ other professional advisors.

Jordan Smith is a financial advisor with Stephen L. Smith Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Stephen L. Smith Corporation since 2001. Outside of his advisory role, he serves as managing partner of Standard Capital Finance, a company specializing in package lease financing for equipment. Stephen L. Smith Corporation provides financial consulting services to state and municipal issuers and public trusts, focusing on Oklahoma political subdivisions and assisting with public debt issuance. The firm advises on timing and funding of public financings and limits its services to government securities and public trusts without managing client assets.

Lincoln Anderson is a CFA® with 17 years of industry experience, currently serving at Utica Physicians' Association, Ltd. (UPAL) in Tulsa, OK. His prior experience includes roles at LPL Financial, Oklahoma Central Credit Union, Edward Jones, and AmeriTrust Investment Advisors, Inc. Outside of his advisory work, he is co-owner of LinLin Creative Ventures, a home-based non-investment business. UPAL is a physician membership organization providing investment advisory services to individual clients and their employees, as well as defined contribution ERISA retirement plans. The firm emphasizes passive investment strategies with mutual funds and ETFs, and its governance is led by physician members with institutional partnerships for custody and recordkeeping.

Lea Nunley is a financial advisor with Upal (United Professionals Association, Ltd.) in Tulsa, OK, holding a Series 65 credential and nine years of industry experience. She has been associated with Utica Physicians' Association, Ltd. since 2000. Upal is a physician membership organization that provides investment advisory services primarily to physician members, their employees, and other individual investors. The firm focuses on passive or minimally managed mutual funds and ETFs with a buy-and-hold strategy and global diversification, and it operates with a member-driven governance structure combined with institutional custody and recordkeeping services.

Bradford White is a financial advisor at 10Elms LLP with a Series 66 designation and 10 years of industry experience. He has worked at firms including Sageview Advisory Group, Capital One Investing, and United Income, Inc. White is also a licensed insurance agent in Oklahoma. 10Elms LLP provides discretionary wealth management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm combines strategic asset allocation with momentum-based tactical shifts, implementing portfolios primarily with low-cost, liquid ETFs and offering ongoing portfolio management alongside comprehensive financial planning services.

Meg Gentry is a Series 65-licensed financial advisor with Chartmark Investments, Inc., where she has worked since 2005. She has 20 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Denver Area Chapter of the TU Alumni Association. Chartmark Investments, Inc. provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment process focuses on building core equity portfolios using fundamental analysis and proprietary business evaluation, with additional strategies including fixed income, mutual funds, ETFs, and hedge funds.

Joshua Hanes is a financial advisor at Tines Capital, LLC in Broken Arrow, OK, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Moore Holdings, Embark, Grant Thornton, and Oral Roberts University. Tines Capital, LLC is a boutique Oklahoma-registered adviser serving individual and high-net-worth clients as well as small businesses. The firm provides discretionary portfolio management and standalone financial planning, employing a blend of algorithmic models and discretionary strategies across multiple portfolio approaches.

Luke Spinardi is a CFP® with five years of industry experience, currently serving as a financial advisor at Summit Wealth Group, LLC. His background includes roles at Helmerich & Payne and Switzer Enterprises, as well as educational experience at Oral Roberts University. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, trusts, estates, and businesses, with a focus on retirement planning. The firm employs tailored investment strategies using mutual funds, ETFs, and selected securities, managing both discretionary and non-discretionary accounts.

Jeffrey Maxwell is a financial advisor at Maxwell and Morse Capital Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has worked at Morse Capital Management Inc. since 2002 and The Legacy Financial Group, Inc. since 2005. Maxwell and Morse Capital Management primarily serves individual investors, trusts, estates, and corporations, providing investment supervisory services with continuous portfolio management tailored to client objectives. The firm emphasizes Modern Portfolio Theory, long-term holdings, broad diversification, and periodic rebalancing, frequently using no-load mutual funds, high-quality bonds, and the FundX Upgrader strategy.

Don Hardcastle is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Coachwise Financial Solutions, Inc. since 2004. The firm provides investment management and consultative services to individual and high-net-worth clients, managing discretionary portfolios across stocks, bonds, mutual funds, and ETFs. CoachWise employs a core-and-satellite approach with a focus on technical analysis and seeks to outperform the S&P 500 on a risk-adjusted basis.

Thad Kent is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 designation and 25 years of industry experience. He has been with Regent Wealth Management since 2009 and also maintains a long-term role at Bryan and Little CPA's PC, a certified public accounting firm. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning assistance, coordinating with clients’ other professional advisors.

Marilee Lonergan is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Greystone Capital Partners Group LLC, where she has been since 2025, following a long tenure at EQUITABLE ADVISORS, LLC and Axa Advisors, LLC. Lonergan serves as president and agent of the Benefits Planning Group and is the treasurer of the Tulsa Estate Planning Forum. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by providing financial planning, investment and wealth management, and retirement plan consulting. The firm uses a diversified investment approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary services, including the selection and monitoring of independent managers.

Justin Mc Cormick is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with four years of industry experience. He has worked at Olistico Wealth since 2021 and previously spent time at UBS Financial Services and Southern Hills Country Club. Olistico Wealth, LLC provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment types and analysis methods, managing accounts on both discretionary and non-discretionary bases while employing advanced trading strategies including options and margin transactions.

John Szafranski is a financial advisor at Meliora Capital in Tulsa, OK, holding a Series 65 designation with 17 years of industry experience. He has served as Managing Member of Ponderosa Energy Partners and President of Petrodyne, Inc., both family-owned oil and gas production companies. Additionally, he operates a business consulting practice focused on accounting, profitability analysis, Bitcoin mining capital budgeting, and trust management services. Meliora Capital provides investment management and financial planning to individuals, trusts, foundations, and institutional clients through customized separate-account solutions. The firm employs a primarily bottom-up investment approach, managing proprietary equity strategies and offering Private Client Services that include options strategies and margin borrowing.